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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (92928)	11/22/1999 12:06:00 AM
From: Aaron Cooperband	Read Replies (2) \| Respond to of 186894

Paul - Re: earnings surprise Remember a few years ago when Intel announced that they were going to skip their planned December price cut? It was soon followed by a nice positive earnings surprise. It seems to me that if Intel only plans on reducing their prices on their 0.18 micron parts in December, then they're only planning on cutting prices on a very small fraction of their current production. By keeping prices on 0.25 micron parts unchanged, it sounds to me like they are effectively skipping their normal December cut, and that their 4Q revenue may be unexpectedly high. My guess is that Intel would prefer not to cut prices on ANY of their parts, given the excessive demand situation. To keep pressure on AMD, however, they've decided to cut only the 0.18 micron parts where their own pain will be minimized and AMD's maximized. Also, should anyone question this strategy, they can safely argue that their price reduction strategy was justified because of increased production efficiencies during ramp. Aaron

To: Paul Engel who wrote (92928)	11/22/1999 12:28:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Okay, Paul, call me crazy. I added to my Q* LEAPS calls when the stock dipped to $335 momentarily last week. So far so good. Regards, ibexx PS: A confession: Q* taught me the taste of blood. But I'll never forget its "humble" beginning - Q after Q the stock was beaten down by Wall Street after earnings. Five of my friends (who bought along with me at $20 ish) left the wagon before the big rise and now they are kicking themselves.